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Hedge Funds Similar to CAMELOT TECHNOLOGY ADVISORS,

13F Portfolio OverlapQ1 2026CAMELOT TECHNOLOGY ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

CAMELOT TECHNOLOGY ADVISORS, INC. is an institutional investor managing $149M across 61 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CAMELOT TECHNOLOGY ADVISORS, are Sonoma Private Wealth, Evanson Asset ,, KOM Wealth Group,, with shared positions in $PHYS, $CEF, $UNIT, $SCHW, $AGQ, $DJP. The full ranking of 25 similar funds is below.

#1Sonoma Private Wealth LLCPassive
Notable overlap · 3 shared positions
$PHYS$CEF$UNIT
$81M
67 positions
#2Evanson Asset Management, LLCActive
Some overlap · 3 shared positions
$PHYS$SCHW$UNIT
$1.9B
321 positions
#3KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$PHYS$AGQ$SCHW
$147M
89 positions
#4IMC-Chicago, LLCPassive
Some overlap · 3 shared positions
$CEF$PHYS$AGQ
$278.4B
5,950 positions
#5Bruce G. Allen Investments, LLCPassive
Some overlap · 3 shared positions
$PHYS$UNIT$DJP
$153M
1,084 positions
#6COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 3 shared positions
$CEF$PHYS$LEN
$157M
92 positions
#7Kiker Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CEF$SCHW$PHYS
$209M
132 positions
#8Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$SCHW$AGQ$UNIT$PHYS
$950M
192 positions
#9Financial Services Advisory IncActive
Some overlap · 4 shared positions
$SCHW$AGQ$DJP$LEN
$210M
58 positions
#103EDGE Asset Management, LPSmart money
Slight overlap · 3 shared positions
$PHYS$CEF$UNIT
$2.1B
91 positions
#11Citizens Business BankPassive
Slight overlap · 3 shared positions
$SCHW$FANG$BROS
$610M
135 positions
#12PURE PORTFOLIOS HOLDINGS LLC
Slight overlap · 3 shared positions
$SCHW$AGQ$UNIT
$332M
104 positions
#13Global Endowment Management, LPActive
Slight overlap · 3 shared positions
$PHYS$SCHW$DJP
$896M
126 positions
#14Capital Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$SCHW$AGQ$LEN
$6.2B
693 positions
#15Findlay Park Partners LLPActive
Slight overlap · 3 shared positions
$SCHW$A$KEYS
$7.2B
56 positions
#16LMG Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$SCHW$AGQ$UNIT
$549M
154 positions
#17Carmel Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$SCHW$AGQ$LEN
$277M
118 positions
#18Verity Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$AGQ$PHYS$UNIT
$238M
213 positions
#19O'ROURKE & COMPANY, IncPassive
Slight overlap · 3 shared positions
$AGQ$SCHW$UNIT
$253M
171 positions
#20SAGE FINANCIAL GROUP INCSmart money
Slight overlap · 3 shared positions
$SCHW$UNIT$LEN
$1.5B
107 positions
#21Disciplined Investments, LLCPassive
Slight overlap · 3 shared positions
$SCHW$UNIT$LEN
$279M
141 positions
#22Unconventional Investor, LLCSmart money
Slight overlap · 3 shared positions
$SCHW$UNIT$LEN
$211M
46 positions
#23My Personal CFO, LLCActive
Slight overlap · 3 shared positions
$SCHW$A$UNIT
$228M
88 positions
#24JUPITER ASSET MANAGEMENT LTDPassive
Slight overlap · 3 shared positions
$CEF$A$PHYS
$18.8B
481 positions
#25Asset Management Group, Inc.Passive
Slight overlap · 3 shared positions
$AGQ$SCHW$UNIT
$619M
138 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.